v7 FreeBalance Help

Retirement Benefit Type requires the user to define the different Retirement Benefit Types. To CREATE a Retirement Benefit Type, follow the steps below:

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By default, you will be in Search Mode.

1. Click on the New icon   (you will then be in Insert Mode).
2. Enter the new Retirement Benefit Type information.  Fields with an asterisk  are mandatory fields.
3. Enter the ID and select the Language, as required.

• ID: Unique identification code of the Retirement Benefit Type.
• Language: Language used.

4. Enter Name.   

• Name: Name of the Retirement Benefit Type.

5. Enter Description.

• Description: List a short description of the Retirement Benefit Type.

6. Click on the Save icon  at the bottom of the Retirement Benefit Type page to save your new Retirement Benefit Type information. A window will appear to confirm.